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Belton, TX - Gunter Financial Services
Liberty Hill, TX - Oak Crest Advisors
The Woodlands, TX - McLinden Financial
Hamilton, TX - Melanie J Financial
Killeen, TX - Oak Crest Advisors
Lexington, KY - Kinnett Borough Financial Group
Temple, TX - Raymond James, Donna Heatherley Martin
Temple, TX - Raymond James John R. Holmes Sr.
Temple, TX - Raymond James Jeffrey Coffman
Montgomery, TX – Pendle Hill Advisors LLC
St. Petersburg, FL - Maestro Financial Partners
Lubbock, TX – Cumbie Financial
Grand Junction, CO – Hutton and Kline Wealth Management
Helotes, TX – Dominion Wealth and Retirement
Rogers, AR - Fryer Wealth Planning
Ingram, TX – Sage Investment Advice
Steamboat Springs, CO – Bridgewater Wealth Management
Montgomery, TX – Spirit of Texas Wealth Management
Lubbock, TX – Holtzman Wealth Strategies
Durango, CO - Silva Wealth Management
Rockwall, TX - JD Wealth Management
Bozeman, MT - Oak Crest Advisors
Cortez, CO - Tipton Weber Wealth Management
San Antonio, TX – Keystone Group
El Dorado, AR – Oak Crest Advisors
Sheridan, WY – Sage Investment Strategies
San Antonio, TX - Haffner Private Wealth
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Oak Crest Advisors
1905 Loop 332
Liberty Hill, TX 78642-4207
T: 512.515.9034
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Foster financial literacy and family values
The two go hand in hand when preparing your heirs.
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Family & Lifestyle
How investments are taxed
You’ve built a nest egg, watched your investments grow, and now y...
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Family & Lifestyle
Understanding IRAs: traditional and Roth
An individual retirement arrangement – known commonly by its ini...
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Markets & Investing
Three ways to fund a Roth IRA
A robust retirement plan features multiple saving tactics that se...
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Markets & Investing
401(k) plans: the basics
If your retirement is well down the road, you may be tempted to p...
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Markets & Investing
Understanding IRAs: traditional and Roth
An individual retirement arrangement – known commonly by its ini...
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Markets & Investing
Securities-based lending helps ease financing luxuries
When buying luxuries, your portfolio can be powerful collateral.
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Family & Lifestyle
Can homeschooling and a full-time job co-exist?
Juggling schoolbooks and paychecks isn’t for the faint of heart, but can be a rewarding endeavor with the right expectations and support.
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Family & Lifestyle
529s are more than a college savings tool
These versatile savings accounts are a powerful estate planning vehicle.
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Estate & Giving
Launching a financial future
Share these fundamental concepts with young emerging investors.
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Markets & Investing
Be prepared for emergencies
Having important information and contacts at the ready can help you be prepared in an emergency. Use this list to catalog your most important contacts and account numbers and keep them in a safe place for easy reference when the time comes.
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Family & Lifestyle
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